Author Archives: tecconn

Pre Commencement Pensions

This video blog serves as a reminder of the impact that pre commencement pensions have on the lifetime allowance and when they need to be taken into account.

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Taxation of Pensions Income

This video blog looks at the how flexible pension income is taxed and how you can reclaim tax back from HMRC.

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Money Purchase Annual Allowance

A reminder of how the MPAA works and how to avoid triggering it.

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Age 75 Test

A reminder of how and which funds are tested at the age 75 test and the impact of exceeding the lifetime allowance.

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DOTAS and IHT – Examples of what’s not caught

HMRC have given examples of what arrangements will not be treated as abnormal or contrived for the new DOTAS IHT Hallmark- good news for financial planners.

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Trust Registration Service

What the new trust registration service means for financial services related trusts.

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Year End Tax Planning: Income Tax and Investments

A summary of “do not forget” strategies to minimise tax and maximise tax efficiency.

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OTS Review of Inheritance Tax

The Chancellor’s brief to the OTS and the potential outcomes from the review for inheritance tax as we know it currently.

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Removal of Indexation Relief: Corporate Investment

The impact of the removal of indexation relief for corporate capital gains on property investment companies and corporate investment generally.

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Budget: Patient Capital Review

A brief look at the key outcomes from the patient capital review for financial planners.

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